Seth Jordan Yablonovitz
Investment adviser representative at Windmark Investment Partners, Inc.
20 yearsExperience
1 stateRegistered in
CFADesignation
$233.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Windmark Investment Partners, Inc.Mar 2014 to now
- Windmark Investment Partners, Inc (fka Ashford Consulting Group)Jun 2006 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (DE).
Windmark Investment Partners, Inc.
$233.3MAssets managed
0Clients
6Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2766627
- Firm CRD
- 131880